Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
May 13, 2026Fund LettersBroyhill Asset ManagementIQV IQVIA Holdings Inc. Diagnostics & ResearchLife Sciences Tools & Services Bull New York Stock ExchangeAI disruption, Clinical research, contrarian, Data Assets, life sciences, Pharmaceutical Outsourcing, Regulatory Complexity
May 13, 2026Fund LettersBroyhill Asset ManagementRB.L Reckitt Benckiser Group plc OtherHousehold Products Bull London Stock ExchangeAsset Divestiture, brand portfolio, consumer staples, Litigation Overhang, Mead Johnson, OTC Pharmaceuticals, Seasonal headwinds
May 13, 2026Fund LettersBroyhill Asset ManagementBALL Ball Corporation Packaging & ContainersMetal & Glass Containers Neutral New York Stock ExchangeAerospace divestiture, Aluminum containers, capital returns, Packaging, portfolio optimization, profit-taking, Pure-Play
May 13, 2026Fund LettersBroyhill Asset ManagementRTO Rentokil Initial plc Specialty Business ServicesCommercial Services & Supplies Bull London Stock Exchangecontrarian, defensive, Margin Improvement, organic growth, pest control, Terminix integration, turnaround
May 13, 2026Fund LettersBroyhill Asset ManagementVVV Valvoline Inc. Auto & Truck DealershipsSpecialty Retail Bull New York Stock ExchangeAutomotive Services, Cash generative, defensive, market leader, Pricing power, Quick Lube, Unit growth
May 12, 2026Fund LettersOptimist FundTOST Toast Software - InfrastructureApplication Software Bull New York Stock ExchangeARR growth, Cloud software, Free Cash Flow, market leader, Restaurant POS, SaaS
May 12, 2026Fund LettersOptimist FundCVNA Carvana Auto & Truck DealershipsSpecialty Retail Bull New York Stock ExchangeConsumer Discretionary, e-commerce, market share, Reconditioning, Unit growth, Used cars
May 12, 2026Fund LettersOptimist FundW Wayfair Internet RetailInternet & Direct Marketing Retail Bull New York Stock ExchangeConsumer Discretionary, e-commerce, EBITDA Expansion, Home goods, organic growth, recovery
May 12, 2026Fund LettersOptimist FundTDUP ThredUp Internet RetailInternet & Direct Marketing Retail Bull NASDAQConsumer Discretionary, e-commerce, EBITDA Expansion, growth, Multi-year Inflection, Resale
May 12, 2026SubstackKairos ResearchKWY Kingsway Financial ServicesSearch Fund Bull -acquisition-driven growth, Danaher, Decentralized M&A, Extended Warranty, JT Fitzgerald, Kingsway Business System, NOL tax shields, Search Fund, Silver Tsunami, William Thorndike
May 12, 2026SubstackRijnberk Invest InsightsMELI MercadoLibre E-commerceFinTech Bull Nasdaq Stock MarketAdvertising Business, Credit offerings, Digitalization, e-commerce, Fintech, Growth Investment, Latin America, long-term potential, market dominance, network effects
May 12, 2026SubstackToff Cap Monday MonitorITRK.L Intertek Group plc IndustrialsTesting & Inspection Services Bull London Stock Exchangeactivist investor, cash offer rejection, corporate actions, Energy & Infrastructure sale, Undervalued Stock
May 12, 2026SubstackToff Cap Monday MonitorDVLT Datavault AI TechnologySoftware Neutral NASDAQ Stock MarketAcoustic Sciences, API Media, Data Monetization, spin-off, unconventional strategy
May 12, 2026SubstackToff Cap Monday Monitor051360.KS Tovis Co., Ltd. TechnologyElectronic Components Bull Korea Exchangeautomotive display, industrial monitors, Neoview, Share Buybacks, spin-off
May 12, 2026SubstackToff Cap Monday MonitorNVRI Enviri Corporation IndustrialsEnvironmental Services Bull New York Stock ExchangeClean Earth sale, New Enviri, strategic alternatives, sum-of-the-parts valuation, value unlocking
May 12, 2026SubstackToff Cap Monday MonitorFLEX Flex Ltd. TechnologyElectronic Manufacturing Services Bull NASDAQ Stock MarketAI-focused business, cloud infrastructure, growth potential, Nextpower, spin-off
May 12, 2026SubstackToff Cap Monday MonitorESSITYB.ST Essity AB Consumer GoodsPersonal Products Bull Stockholm Stock ExchangeConsumer Tissue, insider purchases, operating margins, spin-off, value unlocking
May 11, 2026Fund LettersAuxier Asset ManagementMSFT Microsoft Corporation Software - InfrastructureSystems Software Bull NASDAQAI investment, Cloud computing, Copilot, Enterprise software, Fortune 500, Software, Systems Software, technology
May 11, 2026Fund LettersAuxier Asset ManagementUNH UnitedHealth Group Healthcare PlansManaged Health Care Bull New York Stock ExchangeAI investment, Claims Processing, CMS Rates, healthcare, managed care, Margin Improvement, Medical Cost Ratio, turnaround
May 11, 2026Fund LettersAuxier Asset ManagementBK Bank of New York Mellon Banks - DiversifiedAsset Management & Custody Banks Bull New York Stock ExchangeAI implementation, asset management, capital allocation, Custody Bank, financial services, Interest income, operational efficiency, share repurchase

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